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Smart Portfolios LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Smart Portfolios LLC’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$319K Sell
2,692
-141
-5% -$17K 0.32% 85
2025
Q4 		$322K Sell
2,833
-179
-6% -$20.1K 0.32% 86
2025
Q3 		$333K Sell
3,012
-103
-3% -$10.9K 0.32% 82
2025
Q2 		$310K Sell
3,115
-244
-7% -$23K 0.31% 84
2025
Q1 		$327K Sell
3,359
-174
-5% -$18.4K 0.36% 81
2024
Q4 		$384K Buy
3,533
+563
+19% +$62.4K 0.4% 74
2024
Q3 		$320K Buy
2,970
+172
+6% +$17.9K 0.33% 88
2024
Q2 		$272K Buy
2,798
+100
+4% +$9.83K 0.27% 89
2024
Q1 		$277K Buy
2,698
+68
+3% +$6.75K 0.29% 88
2023
Q4 		$265K Sell
2,630
-45
-2% -$4.1K 0.31% 77
2023
Q3 		$239K Sell
2,675
-77
-3% -$7.33K 0.43% 34
2023
Q2 		$262K Sell
2,752
-40
-1% -$3.66K 0.46% 35
2023
Q1 		$261K Sell
2,792
-52
-2% -$5.08K 0.46% 38
2022
Q4 		$260K Buy
+2,844
New +$262K 0.52% 36
2022
Q2 		$294K Buy
2,931
+211
+8% +$20.2K 0.59% 33
2022
Q1 		$278K Buy
2,720
+196
+8% +$20K 0.44% 44
2021
Q4 		$264K Buy
2,524
+128
+5% +$13.4K 0.2% 52
2021
Q3 		$241K Sell
2,396
-541
-18% -$54.6K 0.19% 48
2021
Q2 		$310K Sell
2,937
-52
-2% -$5.43K 0.24% 40
2021
Q1 		$301K Sell
2,989
-56
-2% -$5.3K 0.26% 35
2020
Q4 		$248K Buy
+3,045
New +$221K 0.23% 30
2016
Q2 		– Sell
-74,392
Closed -$4.17M – 23
2016
Q1 		$4.17M Buy
+74,392
New +$3.86M 3.79% 12

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Smart Portfolios LLC's IJS Position: Q1 2026 in Review

Smart Portfolios LLC reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5% in Q1 2026, selling an estimated $17K and leaving 2,692 shares worth $319K. The position accounts for 0.32% of the portfolio, ranked #85.

Smart Portfolios LLC first reported a position in IJS in Q1 2016 and has held it in 22 quarters since. The position peaked at $4.17M in Q1 2016. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Smart Portfolios LLC held 2,692 shares of iShares S&P Small-Cap 600 Value ETF worth $319K as of Q1 2026.
  • Smart Portfolios LLC sold 141 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $17K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.32% of Smart Portfolios LLC's portfolio in Q1 2026, its #85 holding.
  • Smart Portfolios LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2016 and has held it in 22 quarters since.
  • Smart Portfolios LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $4.17M in Q1 2016.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.